How do I save and reuse message templates?
Pre-write the emails and texts you send most often, then drop them in with one click.
Open Templates from the sidebar and pick the template type you want (Email for full HTML emails, SMS for outbound texts, or Message for longer-form notes). Click "New template," give it a name, write the subject and body, and use merge tags like {{contact.first_name}} or {{opportunity.name}} to personalize the message at send time.
When composing an email or text, open the template picker and choose the template. The subject, body, and recipients (if the template includes a saved recipient list) are filled in automatically, and you can still edit anything before sending. Templates can be edited at any time and updates apply to future sends only.
If your workspace has the Visual Email Designer add-on, an email template can instead be laid out on a canvas from blocks rather than written as HTML. See designing an email template with blocks.
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More in Email & inbox
How do I connect my email inbox?
Connect Gmail or Outlook to sync conversations to contacts.
Does Coastline track email opens?
Yes, and it is automatic. Every email you send from Coastline records opens and clicks, which you view on the message itself.
How do I add and manage email signatures?
Save up to 10 named signatures, choose a default, and switch signatures from the email window.
Which email address does Coastline send my emails from?
Emails go out from your connected email account. The From line at the top of the email window shows the exact address.